EGFIX

Edgewood Growth Fund-InstETF$4.39 1.56%
UnclassifiedCUSIP 0075W0759· EOD Sep 8, 2026

No active 13F manager changed its position in EGFIX last quarter.

Tracked 13F holders
2
2 in Q1 2026 filings
13F value (tracked)
$6.0M
13F moves · latest Q
0 added
0 reduced

Price & smart-money activity

$4.39 1.56%5Y -90.0%
$1.13$12.69$24.24$35.79$47.3420212022202320242025202622
Hover for who · click for detailEnd-of-day closing prices52w $4.29 – $32.47

Who owns EGFIX?

2 tracked 13F filers · ranked by shares held

2 tracked 13F filers disclose a position in EGFIX as of the latest SEC 13F filings, a combined $6.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Fulton Bank, N.A.218K
$6.0M
−18%
Reduced · −49K sh
Q1 2026
2Oakworth Capital, Inc.510
$14K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Funds that own EGFIX also own

CompanyCo-held byTheir position there
Ishares Russell 1000 Value EIWD1 funds$184.2M
Vanguard Total Bond MarketBND1 funds$162.5M
Ishares Russell 1000 GrowthIWF1 funds$153.9M
Vanguard Ftse Developed ETFVEA1 funds$149.8M
Ishares Russell Mid-Cap ETFIWR1 funds$118.2M
Vanguard S/T Corp Bond ETFVCSH1 funds$99.9M
Ishares 0-1 Year Treasury BoSHV1 funds$77.1M
JPMorgan Chase & CoJPM1 funds$59.0M
SPDR Gold SharesGLD1 funds$58.5M
Ishares Core S&P Small-Cap EIJR1 funds$56.8M
Walmart IncWMT1 funds$50.9M
Alphabet Inc-CL CGOOG1 funds$50.7M

Ranked by how many of EGFIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EGFIX.

Institutional ownership over time

2 tracked filers in Q1 2026 filingsstill filing
024Q3 2024Q1 2025Q3 2025Q1 2026
tracked filers holding their reported valueQ1 2026 filings so far: $6.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for EGFIX

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Ask your agent what changed in EGFIX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EGFIX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EGFIX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EGFIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.